Canadian Lakes Financial Advisor

Responsibilities

• Generate new business opportunities for Isabella Wealth to meet established sales goals.
• Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments.
• Cook up a clients’ financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client.
• Identify centers of influence to build relationships and develop a network of potential referral sources.
• Cross sell bank products and services.
• Represent Isabella Bank in community events.
• Mentor bank employees to expand financial planning opportunities to bank customers.
• Other projects as assigned.

Qualifications

• Bachelors’ Degree preferably in Finance, Accounting, or Business
• Certified Financial Planner (CFP) or similar designation
• Minimum of five years’ experience in financial services industry
• Three years of successful sales experience
• Series 7 & 66 securities licenses preferred